Automate the advisory service offering
Being at the forefront of technology the Robo Advisory solution delivers omni-channel, modern and workflow-based functionality to perform online, all needed wealth management operations, for both the investor and the firm.
The Robo Advisor platform is a powerful wealth management system that its advanced design allows for complete automation in client onboarding, compliance, risk monitoring, portfolio construction and rebalancing, supporting a fully self-service or hybrid advisory service model offering, depending on the firm’s business requirements.
It can be set up and accessed in the cloud or on-premises, with the utmost security of data and analytics.
Why choose the Robo Advisory solution by Profile Software?
Following international best business practices, the Robo Advisory solution enables firms to deliver wealth management services, either as a separate entity or as part of their existing business setup, to a wider mass market, adding significant value to their operations.
The solution with its cutting-edge technology achieves a common and unique user experience, at the same time delivering a complete offering of omni-channel wealth management services.
"In selecting third party providers, we look for the best of breed. We’re happy to be working with Profile Software."Amir Nabi COO @ Dolfin
Twenty First Capital
"We were very satisfied with the design and capabilities of Axia platform for our portfolio management operations."Stanislas Bernard CEO @ Twenty First Capital
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